BCM

Buckhead Capital Management Portfolio holdings

AUM $275M
1-Year Est. Return 14.63%
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.13M
3
+$1.06M
4
T icon
AT&T
T
+$873K
5
DIS icon
Walt Disney
DIS
+$305K

Top Sells

1
+$1.92M
2
+$1.62M
3
+$272K
4
PFE icon
Pfizer
PFE
+$108K
5
CME icon
CME Group
CME
+$52.8K

Sector Composition

1 Technology 18.26%
2 Healthcare 15.57%
3 Financials 15.45%
4 Consumer Staples 9.91%
5 Industrials 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.7M 1.44%
107,872
-125
27
$4.69M 1.44%
41,583
+495
28
$4.38M 1.34%
29,100
29
$4.22M 1.29%
71,957
+18,026
30
$4.06M 1.24%
28,077
+54
31
$3.95M 1.21%
135,042
+715
32
$3.88M 1.19%
22,823
-310
33
$3.85M 1.18%
87,126
-6,148
34
$3.79M 1.16%
39,885
-20,223
35
$3.49M 1.07%
39,572
-18,361
36
$3.48M 1.07%
66,120
+254
37
$3.36M 1.03%
34,297
+65
38
$3.34M 1.02%
18,174
+40
39
$3.2M 0.98%
60,022
-705
40
$3.03M 0.93%
164,570
+61,255
41
$2.89M 0.89%
134,581
+5
42
$2.84M 0.87%
20,870
-37
43
$2.82M 0.86%
8,144
-10
44
$2.66M 0.82%
41,115
+82
45
$2.64M 0.81%
9,637
+315
46
$2.61M 0.8%
40,646
-20
47
$2.6M 0.8%
63,604
+35
48
$2.59M 0.79%
42,225
+22
49
$2.54M 0.78%
19,046
-25
50
$2.53M 0.78%
31,575
+85
1
2
3 4